Run your firm. Not your paperwork.
Case management, deadlines, IOLTA, and settlements for contingency firms — with AI that drafts written discovery from defense PDFs, and documents in your own Microsoft 365.
60-day free trial · No credit card · Full product, including AI discovery and IOLTA. Connect Microsoft 365 when you're ready.
Runs inside the tools your firm already uses
$59
per seat / month on Professional
60 days
free trial, no credit card
Included
IOLTA, settlements, and AI discovery
Your tenant
Case files stay in Microsoft 365
Intake → Case → Discovery → Settlement
One system for the plaintiff lifecycle — not a stack of spreadsheets and generic matters.
The SOL clock starts here. Capture the lead, conflict-check parties, convert without re-keying.
Live SOL and deadlines, parties, documents in your SharePoint, firm calendar in sync.
Upload the defense PDF; draft Plaintiff responses for attorney review in minutes.
Waterfall fees, costs, and liens; IOLTA ledger; PDF settlement statements.
We got tired of software not built for PI
Generic case managers are for billable hours. The PI platforms quote you, then nickel-and-dime IOLTA and AI. So we built CaseLumen inside a California practice, on live files — one system for the docket we actually had to run.
AI that drafts your written discovery
Upload the defense's Requests for Production, Admissions, or Special Interrogatories. CaseLumen reads the PDF, extracts every numbered request, and builds your Plaintiff response shell — in minutes, not an afternoon. Most PI platforms leave this to manual re-keying — with CaseLumen it's built in, and included with Professional.
- Defense discovery PDF in → drafted Plaintiff responses out
- Robust to messy defense-firm formatting — no manual re-keying
- Every extracted request stays in review until your team finalizes it
- Your case data is never used to train AI models
- Turn the AI Assistant on or off per firm, at any time
Never miss a statute of limitations
Every case carries a live SOL countdown color-coded by urgency, with reminders to the responsible attorney before each due date. Capture the lead, run a conflict check, and convert without re-keying.
- SOL countdown with at-a-glance urgency: past, under 30, under 90 days
- Intake decision workflow with referral-source tracking
- Wrongful-death and multi-party support out of the box
IOLTA, liens, and settlements — without the spreadsheets
Model the full settlement waterfall and keep an IOLTA trust ledger with running balances. Generate settlement statements and trust ledgers as polished PDFs in a click.
- IOLTA trust ledger with running balance
- Settlement waterfall: fees, costs, liens, net to client
- Damages tracking and referral-fee splits
Where we pull ahead
PI specialists already do IOLTA and SOL. CaseLumen adds written-discovery AI, files in your Microsoft 365, and a published $59 seat that includes both.
AI written discovery — drafts responses from defense PDFs
Case files stay in your own Microsoft 365 tenant
Full PI platform, per user / month
| CaseLumen | PI-specialist platforms | Generalist software & spreadsheets | |
|---|---|---|---|
| AI written discovery — drafts responses from defense PDFs | Built in | Not available | Not available |
| Case files stay in your own Microsoft 365 tenant | Built in | Limited / add-on | Not available |
| Full PI platform, per user / month | $59 | $65–99 | — |
PI-specialist platforms include CASEpeer, Filevine, SmartAdvocate, and Litify; capabilities and per-seat pricing reflect publicly listed information as of September 2026 — several are quote-based and priced higher. CaseLumen Professional is $59/seat. Reflects typical offerings, not any single product.
See the full story on Why CaseLumen or pricing.
Coming from another system? We bring your firm across
We help move cases and contacts so your team is not re-keying. Documents and calendar come across when we connect Microsoft 365. Every migration is scoped on a call.
- Cases and contacts come across so the team is not re-keying
- Documents and calendar move when we connect Microsoft 365
- A 60-day free trial gives you time to migrate and settle in
- Every migration is scoped on a call — no surprise dump-and-run
Ready to run your firm, not your paperwork?
Start a 60-day free trial. No credit card required.
Or contact sales.